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Linda Quarberg - Web Master

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Fiduciary Publishing

Most people are honored to learn that a parent, aunt, uncle or grandparent has named them the executor or trustee of their estate. Sooner or later, though, they discover that they haven't a clue what to do. Perhaps the real eye-opener for them is the realization that they may be liable for their actions in this role. Executor & Trustee Survival Guide describes the basics of estate and trust administration and provides information on how to:

  • Settle an estate and manage a trust
  • Limit your liability
  • Meet legal deadlines
  • Manage the estate property
  • Maintain proper accounting records
  • Comply with reporting requirements
  • Handle discretionary distributions
  • Decide when to hire an attorney, accountant or other professional

This book is written for individual and professional use and includes illustrations, forms and checklists.

Trustee Consulting

The job of a trustee can be difficult for those who are not familiar with the detailed and complicated laws governing the administration of trusts.
In addition to exercising prudence and care, a trustee is responsible for maintaining accurate accounting records, filing tax returns, making tax and other elections, managing the assets of the trust, deciding how, when and what amounts to distribute to beneficiaries, and many other duties.
We have the technical expertise and years of trust management experience to make your job easier.

Alma High School Class of 1963

Susanne Bautch, Kathleen Brietung, Susan Burg, Kenna Carter, Carolee Clark, Cleo Demarce, Lorraine Drier, Carol Gross, William Gunning, Leonard Hager, James Hartman, Dennis Hohman, Corinne Janett, Nancy Johnson, Kathlene Klee, Lance Lamphere, David Larson, Ione Ludwigson, Judith Mahlman, George Maule, Michael McCormick, Dennis McCutchen, Lloyd McQuiston, Jack Menting, Ronald Metzler, Richard Noll, Leonard Purrington, Linda Quarberg, Suzanne Reinhardt, Karen Schamaun, Chari Schreiner, Kyle Seitz, Tom Slawatyniec, Lana Thering, Harold Tiffany, Daniel Wald

Tops To Pops - Honolulu

Gil Bailo, Paul Bates, Rick Brandt, Vernon Chang, Dave Flinn, Chuck Harris, John Heiser, Tommy Hundhammer, Floyd Hustace, Joe Macario, Denny Mahoney, Doug Mulford, Larry Ryan, Jeff Sayre, Doug Shanaman, Eric Shimoda, Archie Silva, Steve Skinner, Ray Souza, Dennis Terracina, Willie Wachter, Doug Wilson

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